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Moreton Capital manages Town investment portfolio holdings

Town of San Anselmo
Document date
Apr 28, 2026

The 30-second brief

What it covers

San Anselmo utilizes Moreton Capital to manage portions of its investment portfolio, including a money market fund and municipal bonds held at U.S. Bank. These investments are reported in the March 31, 2026 Treasurer’s Investment Report.

Who holds it

Moreton Capital holds this financial services contract with Town of San Anselmo. Its other public contracts on record include work for New Mexico State Board of Finance | State of New Mexico and New Mexico State Treasurer | State of New Mexico.

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Contract details

Contract type
Financial Services
Document date
April 28, 2026
Vendor
Moreton Capital
Agency
Town of San Anselmo
Source document
Town of San Anselmo Town Council Agenda Packet April 28, 2026 (AgendaPacket)

Moreton Capital's other public contracts

New Mexico State Board of Finance | State of New Mexico, New MexicoMoreton Capital Handles $100 Million in Trades · Oct 20, 2026$100.3MNew Mexico State Treasurer | State of New Mexico, New MexicoNew Mexico Reports Moreton Capital Trading Activity · Aug 31, 2026Catron County, New MexicoMoreton Capital CD Holdings Reported · Aug 13, 2026Town of San Anselmo, CaliforniaTown Reports Moreton Capital Investments · Aug 11, 2026UndisclosedNew Mexico State Treasurer | State of New Mexico, New MexicoTreasurer Executes $150 Million Through Moreton Capital · Jun 10, 2026All Moreton Capital contractsVendor profile

More Town of San Anselmo contracts

Ross Valley Fire DepartmentTown Considers Fourth Amendment to Fire Department Agreement · Sep 22, 2026UndisclosedSiegfried EngineeringSiegfried Engineering Provided 2023 Resurfacing Design · Sep 22, 2026UndisclosedSiegfried EngineeringSiegfried Engineering Completed 2026 Resurfacing Design · Sep 22, 2026UndisclosedSiegfried EngineeringSiegfried Engineering Provided 2022 Resurfacing Design · Sep 22, 2026UndisclosedFLOCKFlock Camera Program Termination and Future Review Requested · Sep 22, 2026UndisclosedAll Town of San Anselmo activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Town of San Anselmo?

Moreton Capital was awarded this financial services contract by Town of San Anselmo, as recorded on April 28, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a agendapacket record.

Where was this contract approved?

This contract appears in Town of San Anselmo Town Council Agenda Packet April 28, 2026 (AgendaPacket), dated April 28, 2026 from Town of San Anselmo. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Moreton Capital hold?

Moreton Capital may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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